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Special Needs Trust 2021

Choose option(s) from grid below and click "Register".

Registration Options

Make your selection and click the Register button above.
TypeTitleStartEndCLEPrice
Allentown
Bar Association of Lehigh County
1114 Walnut Street, Allentown PA, 18102
STARTTue., Aug. 10, 2021
9:00 AM
ENDTue., Aug. 10, 2021
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Bellefonte
Centre County Bar Association
Eugene Lederer Bar Center, 192 Match Factory Place, Bellefonte PA, 16823
STARTTue., Aug. 10, 2021
9:00 AM
ENDTue., Aug. 10, 2021
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Doylestown
Bucks County Bar Association
135 E. State Street, Doylestown PA, 18901
STARTTue., Aug. 10, 2021
9:00 AM
ENDTue., Aug. 10, 2021
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Greensburg
Westmoreland County Bar Association
100 North Maple Ave., Greensburg PA, 15601
STARTTue., Aug. 10, 2021
9:00 AM
ENDTue., Aug. 10, 2021
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Media
Delaware County Bar Association
335 W Front St, Media PA, 19063
STARTTue., Aug. 10, 2021
9:00 AM
ENDTue., Aug. 10, 2021
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Washington
Washington County Bar Association
119 South College Street, Washington PA, 15301
STARTTue., Aug. 10, 2021
9:00 AM
ENDTue., Aug. 10, 2021
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast

STARTTue., Aug. 10, 2021
9:00 AM
ENDTue., Aug. 10, 2021
1:15 PM
CLE 4 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Subscribers Pay: $0.00

About

IDENTIFY THE TYPES OF SPECIAL NEEDS TRUSTS AND HOW TO CHOOSE THE MOST APPROPRIATE TYPE

  • Trust funded with disabled beneficiary’s assets
  • Trust funded with third party assets
  • Pooled trusts
  • ABLE Accounts

IDENTIFY THE REQUIREMENTS OF EACH TYPE OF TRUST 

LEARN HOW TO DRAFT AND ADMINISTER SPECIAL NEEDS TRUSTS

  • Selection of trustee
  • The role of the corporate fiduciary in administering SNTs
  • Relationships with trustee
  • Creation
  • Operation
  • Taxes
  • Administrative issues

IDENTIFY SITUATIONS WHERE SPECIAL NEEDS TRUSTS CAN BE HELPFUL

  • Personal injury settlements
  • Divorce
  • Estate and trust plans
  • Know when to establish a pooled trust through a nonprofit agency


OVERVIEW OF THE ABLE ACT AND COMPARE/CONTRAST TO SNTs


Practice Areas

Faculty

NameFirm/Company
Nora Gieg Chatha Esq. Tucker Arensberg (Pgh)
Dennis C. McAndrews Esq. McAndrews, Mehalick, Connolly, Hulse, Ryan and Marone P.C. Law Offices (Berwyn)
Lesley M. Mehalick Esq. McAndrews, Mehalick, Connolly, Hulse, Ryan and Marone P.C. Law Offices (Berwyn)
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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